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Ford EV sales fall 31% while hybrids rise
Ford's EV sales plummeted 31% in Q2 2025, driven by poor performance of E-Transit vans and F-150 Lightning. In contrast, hybrid sales surged over 23%. With total EV sales at 38,988—down almost 12% from 2024—Ford struggles amidst potential removal of federal incentives. Meanwhile, competitors like Hyundai and Kia also experienced significant EV declines.
Key points
- Ford's Q2 2025 U.S. EV sales fell 31%, largely due to a collapse in E-Transit and F-150 Lightning demand.
- Sales of electric vehicles reached 38,988, a nearly 12% decrease from the same quarter in 2024.
- Hybrid sales rose over 23%, indicating a shift in consumer preference.
- Declines are attributed to economic factors, including potential loss of federal tax incentives under the Trump administration.
- Ford faces specific model challenges with Mustang Mach-E dropping 20% and F-150 Lightning falling 26% in sales.
- Ford's E-Transit vans sold only 418 units, down from 3,410 a year prior, affected by fleet order timing.
- Ford plans to introduce lower-cost EV models by 2027.
Why it matters
- The decline reflects broader trends in the EV market, where consumers may be pivoting to hybrids amid regulatory and economic uncertainty.
- Historical context: The Trump administration's earlier efforts to restructure tariffs spurred initial EV sales but led to volatility in the market.
- The current decrease in EV sales coincides with shifts in consumer preferences and market dynamics, emphasizing the need for innovation.
Ford's significant drop in EV sales illustrates the pressures faced by the automotive industry, highlighting the need for renewed consumer interest and competitive innovation to navigate future challenges in the market.